OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in COST — Costco Wholesale Corp /New
CIK 714364
WILLIAMSVILLE, NY
Position in COST
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$269,415
-$2,610 QoQ
Shares Held
288
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#3,724
of 4,178 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COST Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $1,032,784 across 5 Discount Stores names. COST ranks #2 (26.1% of the industry book) .
All Filings in COST
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,415 | 288 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $272,025 | 273 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $229,382 | 266 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $247,143 | 267 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $268,273 | 271 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $257,252 | 272 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $184,170 | 201 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $178,190 | 201 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $170,847 | 201 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $147,258 | 201 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $132,676 | 201 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $113,556 | 201 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $109,829 | 204 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $99,870 | 201 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $18,716 | 41 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $19,363 | 41 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $19,650 | 41 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $23,609 | 41 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $23,275 | 41 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $18,423 | 41 | Shares | Sole | 2021-10-27 | |
| 2020-06-30 | $7,580 | 25 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $7,128 | 25 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||